Business Details
25 Years
experience
Trusted Financial Advisers in Waterlooville
Compass has been providing tailored financial advice since 2001, helping individuals, families, and businesses achieve long-term financial confidence. Our approach begins with understanding clients' unique goals, combining decades of industry experience with personalized strategies to ensure finances align with life aspirations. As an FCA-regulated firm with offices across the UK, we manage 5 billion in client assets while maintaining a client-centric ethos.Our team of 212 experts delivers services ranging from pension reviews to inheritance tax planning, supported by proprietary tools and a commitment to transparency. With over 10,000 clients, we blend national reach with local service delivery, evidenced by testimonials highlighting our empathetic advisory approach and technical expertise.
Services
Financial Planning
Employee Benefits
Lending Protection
Pension Advice
Inheritance Tax Planning
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in personalized financial planning
- Our FCA-regulated services ensure compliance and client protection
- Nationwide reach with localised service delivery across the UK
- Specialist team of 212 experts managing 5 billion in assets
- Proven client-centric approach evidenced by 10,000+ success stories
Associations and certifications
- Financial Conduct Authority
What people say
Personalised human touch
Helped our financial planning
Competent hands
Cracking deal
Thorough knowledge
Services
Financial Planning
We create bespoke financial plans aligned with individual life goals, from retirement planning to wealth preservation. Our FCA-regulated advisers assess your current position, risk profile, and aspirations to develop comprehensive strategies. With 5 billion in managed assets, we combine technical expertise with personal understanding to ensure your finances work effectively for your future.
Employee Benefits
Our employee benefits solutions help businesses establish and manage pension schemes that attract and retain talent. We provide tailored guidance on workplace pensions, tax-efficient benefits, and retirement planning for your workforce. This service ensures compliance while enhancing employee financial wellbeing through expertly structured packages.
Lending Protection
We offer mortgage protection and lending solutions that safeguard your financial commitments. Our advisers help structure appropriate protection measures against life's uncertainties while ensuring competitive lending terms. This service combines risk management with strategic financial planning to maintain security during different life stages.
Pension Advice
Our pension specialists provide comprehensive advice on retirement planning, including scheme selection and tax-efficient withdrawals. We help clients review existing arrangements, consolidate pensions, and optimize contributions. With changing regulations, our ongoing support ensures your retirement strategy remains aligned with evolving personal and legislative requirements.
Inheritance Tax Planning
We develop strategic inheritance tax solutions to preserve wealth for future generations. Our advisers assess estate composition, identify tax liabilities, and implement legitimate mitigation strategies. This service focuses on maintaining family wealth while ensuring your legacy is distributed according to your wishes through legally compliant planning.
Questions
What financial services do you specifically offer?
We provide financial planning, pension advice, inheritance tax planning, employee benefits, and lending protection services tailored to individual circumstances.
How are your services different from other advisers?
We combine technical expertise with personal understanding, creating tailored solutions while maintaining FCA-regulated standards and transparency.
Can you help with retirement planning?
Yes, our specialists offer comprehensive retirement planning including pension reviews, tax-efficient withdrawals, and cash flow modelling.
Do you work with businesses as well as individuals?
We advise both businesses on employee benefits and individuals on personal financial matters across the UK.
How are your advisory fees structured?
Our fees are transparent and discussed upfront, with options tailored to the complexity and scope of required services.
Are your financial planning services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority for all core financial advisory services.
